In the first half of the year, the A-share memory leader, Biwin Storage, saw a sharp increase in revenue of at least 169.97%, and net income significantly reversed from losses.

Baivei Storage announced that it is expected to achieve revenue of CNY 3.1 billion to CNY 3.7 billion in the first half of 2024, which is almost the same as the annual revenue of last year, with a year-on-year growth of 169.97% to 222.22%; Baivei Storage also indicated that the change in performance in the first half of the year was mainly due to industry recovery, and the company achieved breakthroughs in market and business growth.

cls.cnJun 18 22:19

AI demand drives the overlapping of insufficient capital expenditures. The storage industry chain is expected to usher in a "super cycle".

Morgan Stanley points out that due to limited new DRAM capacity in recent years and a large amount of capacity consumption by HBM, DRAM is experiencing an unprecedented supply-demand imbalance "super cycle". Galaxy Securities research reports point out that under the background of AI, domestication, demand recovery, and the continuous rise of digital economy's demand for storage, there is a bullish investment opportunity in the storage industry chain.

cls.cnJun 13 07:43

Express News | Guosheng Securities: Suggest paying attention to network product suppliers in the Ethernet ecosystem.

BreakingsJun 7 09:08

The issue of new energy electrical utilities consumption is inevitable, and virtual power plants are expected to open a market worth hundreds of billions.

At the 2024 Shanghai International Carbon Neutrality Expo opened on June 5th, the first residential virtual power plant 2.0 platform in the country was unveiled at the Huangpu District booth. Citic Securities released research reports, expecting the overall capacity of virtual power plants to reach 72.3 billion yuan by 2025, and their market space could reach 196.1 billion yuan by 2030.

cls.cnJun 7 08:07

IDC: China's national software and service market for software-defined computing is expected to become the world's second-largest market after the United States by 2025.

In 2023, the China national software & service defined computing software market reached a market size of $1.95 billion, a year-on-year increase of 12.7%.

Zhitong FinanceJun 6 13:41

Express News | Huafu Fashion: The first phase of the Shangyu project has all the equipment in place and was officially put into operation in May

BreakingsMay 29 18:35